Ralph Harrison
Ralph Harrison is a registered investment advisor at Harrison Capital Management LLC, based in Minnetrista, MN, with 42 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 28 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,001.
Fee Estimator
Location
Minnetrista, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ralph is a school board member for Mound Westonka School Board District #277 since 2011, dedicating a few hours per week. Ralph is also a licensed insurance agent, spending minimal time on this activity, possibly during trading hours.
Employment History
Current Registrations
Harrison Capital Management LLC
Previous Registrations
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Trinity Equity Trading, INC.Broker
Penn Mutual Equity Services, INC.Broker
Summit Investment CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.